Jobs at Zoe Financial
Zoe Financial is a wealth platform for independent registered investment advisors and their clients. It combines advisor matching with software for account opening, funding, portfolio management, automated rebalancing, direct indexing, and client service.
- Industry
- Fintech & Payments, Banking & Insurance, SaaS & Enterprise Software
- Company size
- 11–50 employees
- Stage
- Series B
- Open roles
- 3
See all 3 Zoe Financial roles
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